Defining parameters for asset inventory

Perform assets audits to compare the system physical location of the asset with the actual physical location of the asset. Define the parameters for the asset inventory on the Parameters tab which specifies counting criteria, and then perform the count manually or using a handheld device.

To define parameters for asset inventory:

  1. Open the Asset Inventory form. The system automatically populates Status, Created By, and Date Created.
  2. Parameter List—Select the parameter list.
  3. Session ID—The session ID will be created after Create Session is clicked. Enter a description of the session in the adjacent field.
  4. Asset Organization—Enter the organization to which the asset belongs.
  5. Department—Enter the department to which the asset belongs.
  6. Asset Class—Enter the class to which the asset belongs. The system automatically populates Class Org.
  7. Asset Status—Enter the status of the asset.
  8. Assigned To—Enter to whom the asset counting is assigned.
  9. Physical Location Parent—Enter the physical location parent for the asset. The system automatically populates Physical Location Parent Org.
  10. Physical Location Type—Select the physical location type for the asset.
  11. Standard WO—Enter the standard work order.
  12. Blind Inventory—Select if the Inventory Results tab should not be synched to the mobile device.
  13. Allow Move WO(s)—Select to give the iPad user permission to create Move WO(s).
  14. Allow Physical Location Updates—Select to give the iPad user permission to make structural changes.
  15. Click Create Session. The system displays the results on the Inventory Results tab for the selected Physical Location Parent and asset children with a status of "I" if a specific status is not entered.
    Note: When Create Session is clicked, the system saves and protects all fields except Session ID.